Tips & Best Practices

Proven recommendations for efficient, accurate, and secure EaseLab operation.

Patient data quality

Tip	Benefit
Always search by phone before creating patients	Prevents duplicates
Standardize name spelling	Easier search and reporting
Record health card numbers when available	Faster repeat visits
Use gender and age consistently	Correct reference ranges on reports

Invoice workflow

Tip	Benefit
Record payment before sample collection	Accurate cash reports
Print barcodes immediately	Reduces sample mix-ups
Use test profiles for common panels	Faster invoice creation
Apply rate lists for corporate clients	Automatic correct pricing

Results and quality

Tip	Benefit
Enable analyzer integration	Reduces transcription errors
Require verification for all reports	Quality assurance
Review critical values daily	Patient safety
Check analyzer logs after each run	Catch mapping failures early

Security

Tip	Benefit
Enable 2FA for all admins	Account protection
Use role-based access, not shared logins	Audit trail per user
Remove departed staff promptly	Prevents unauthorized access
Never share impersonation codes	Support security

See Security Overview.

Performance

Tip	Benefit
Use pagination on large patient searches	Faster UI
Filter invoices by date range	Quicker list loads
Archive old data via retention policy	Database performance
Schedule reports off-peak hours	Less server load

Billing and subscription

Tip	Benefit
Monitor usage before limits	Avoid blocked features
Renew before expiry	Prevent read-only lock
Keep payment proof screenshots	Faster manual approval
Review subscription page monthly	Plan right-sizing

Backup hygiene

Tip	Benefit
Tenant owners: know restore procedure	Faster recovery
Platform admins: test S3 backups monthly	Verify off-site copies
Document RPO/RTO expectations	Business continuity

See Backup & Restore.

Training new staff

Step	Resource
Day 1	Beginner Tutorial
Week 1	Daily Operations
Ongoing	How-To Guides

Assign minimal permissions and expand as staff prove competence.

Keyboard and UI shortcuts

Action	Shortcut / location
New invoice	Dashboard quick action (if permitted)
Patient search	Global search bar
Verify results	Quick action `quick.verify_results`

Configure quick permissions in role settings.

When things go wrong

Issue	First check
Cannot save	Billing lock?
Analyzer failure	Analyzer logs
Login problems	Login troubleshooting
Report not printing	Reports troubleshooting